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Ironwood Financial’s US Commodity Index USCI Stock Holding History

Ironwood Financial’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$416K Sell
9,956
-522
-5% -$22.7K 0.2% 49
2015
Q2 		$494K Sell
10,478
-1,115
-10% -$51.7K 0.23% 46
2015
Q1 		$521K Sell
11,593
-6,550
-36% -$304K 0.25% 47
2014
Q4 		$875K Buy
+18,143
New +$961K 0.48% 39

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Ironwood Financial's USCI Position: Q3 2015 in Review

Ironwood Financial reduced its US Commodity Index (USCI) stake by 5% in Q3 2015, selling an estimated $22.7K and leaving 9,956 shares worth $416K. The position accounts for 0.2% of the portfolio, ranked #49.

Ironwood Financial first reported a position in USCI in Q4 2014 and has held it in 4 quarters since. The position peaked at $875K in Q4 2014. 45 funds tracked by Wall St. Rank hold USCI as of Q3 2015.

  • Ironwood Financial held 9,956 shares of US Commodity Index worth $416K as of Q3 2015.
  • Ironwood Financial sold 522 US Commodity Index shares in Q3 2015, an estimated $22.7K.
  • US Commodity Index made up 0.2% of Ironwood Financial's portfolio in Q3 2015, its #49 holding.
  • Ironwood Financial first reported a position in US Commodity Index in Q4 2014 and has held it in 4 quarters since.
  • Ironwood Financial's US Commodity Index position peaked at $875K in Q4 2014.
  • 45 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2015.

Based on Ironwood Financial's 13F filing for Q3 2015, filed 9 Nov 2015.